Michael A. Gayed

Michael Gayed, Publisher of the Lead Lag Report, dives into investment strategy dynamics and market indicators. He discusses the tension between value and growth investing in a tech-centric world and critiques misleading economic narratives that affect public perception. Gayed also examines the divergence between small-cap stocks and credit spreads, reflecting on the implications of these signals for investors. With a touch of humor, he underscores the unpredictable nature of financial markets and the significance of navigating time in investing.

Michael Gayed, a Portfolio Manager and Publisher of the Lead Lag Report, dives into the overlooked risks threatening markets. He argues that investors are fixating on tariffs while Japan's monetary policies could trigger a global credit event. Gayed highlights the stagnant state of small caps, the illusion of mega-cap strength, and the disconnect with junk debt. He suggests gold may not be the safe haven it once was and emphasizes the need to rethink market signals for better investment strategies.

Michael A. Gayed, Publisher of The Lead-Lag Report, shares his keen market insights and macro analysis that often precede major trends. He delves into the fragility of the current market recovery, highlighting the alarming disconnect between credit spreads and small caps. Gayed identifies potential risks in diminishing gold as a safe haven asset and argues that market manipulation is unprecedented, influenced by political rhetoric. His candid thoughts on market signals and investment strategies provide a compelling look at today’s financial dynamics.

Michael Gayed, Publisher of the Lead-Lag Report and Portfolio Manager of the Free Markets ETF, dives into the turbulent waters of the Israel-Iran conflict and its dramatic effects on global markets. He discusses strategic investments during geopolitical uncertainty, spotlighting resilient sectors like energy, gold, and Bitcoin. Gayed shares insights on a new ETF targeting deregulation and how such changes could stir market volatility. Tune in for expert predictions on inflation, Treasury outlooks, and the unpredictable nature of today’s financial climate.

Michael Gayed, a savvy Portfolio Manager and publisher of The Lead-Lag Report, teams up with Weston Nakamura, the founder of Across the Spread Research, to dissect the market's reaction to rising tensions in the Middle East. They delve into how a spike in oil prices could unsettle Japan's fragile government bond market. Discussions include Japan’s economic strategies, potential safe-haven investments amidst volatility, and the dynamics between stocks and bonds during crises. Their insights promise to put a new spin on your market outlook!